Register transaction information managed in JUST.DB to Money Forward Kakebarai.

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■Overview

This is a flow to register transaction information managed in JUST.DB to Money Forward Kakebarai.

With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.

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■Recommended for

1. Those managing transaction information with JUST.DB

・Those accumulating information related to transactions with customers in JUST.DB

・Those using Money Forward Kakebarai for billing operations

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2. Those using Money Forward Kakebarai

・Those using Money Forward Kakebarai for billing operations

・Those who want to streamline data integration to Money Forward Kakebarai

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■Benefits of using this template

When managing transaction information with JUST.DB, it is necessary to input data into Money Forward Kakebarai when issuing invoices.
However, manually entering data into Money Forward Kakebarai each time an invoice is issued is time-consuming and inefficient.

With this flow, once transaction information is registered in JUST.DB, the registration of transaction information to Money Forward Kakebarai can be automated, streamlining the registration process.
Since the registration of transaction information from JUST.DB serves as a trigger, it prevents double registration and input errors, maintaining data consistency.

Additionally, it allows for smooth billing operations in Money Forward Kakebarai.

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■Notes

・Please integrate both JUST.DB and Money Forward Kakebarai with Yoom.

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About the Apps You Use

Money Forward Pay for Business

Yoom allows you to integrate with the Money Forward Kakebarai API without code, enabling you to perform operations on Money Forward Kakebarai via the API. For example, you can automatically register customer information and transaction details with Money Forward Kakebarai, or automatically notify chat tools like Slack or Teams of the results once the credit check is completed in Money Forward Kakebarai.

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JUST DB

Yoom allows you to integrate with JUST.DB's API without any code, enabling the automation of various tasks. You can connect with various SaaS platforms such as Google Sheets, Salesforce, and CloudSign, and automatically register and update information in JUST.DB.

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